AI-Guided Wizard
Step-by-step guidance with pre-filled fiduciary language and structured templates. No more guessing at format — just answer a few questions and get professional minutes.
- Intelligent prompts for every section
- Pre-filled fiduciary language based on trust type
- Auto-formatted legal structure
- Works for trustees of any experience level
Professional Templates
Six specialized template types, each pre-loaded with proper legal structure. From general meetings to specialized trust actions, all templates included.
- General meeting template
- Distribution minutes template
- Property transaction template
- Annual review template
- Bank account resolution template
- Professional hiring template
Reusable Trust Profiles
Save trust information once and reuse it forever. Pre-fill wizard fields automatically from your saved profiles — no more retyping the same details.
- Multiple trust profiles per account
- Auto-fill wizard fields from profiles
- Quick-switch between trusts
- Update once, propagate everywhere
Save & Edit Anytime
Save drafts, edit later, and re-export without limits. Your minutes are always accessible and editable whenever you need to make updates.
- Unlimited saved drafts
- Edit any time, any device
- Full revision history
- Re-export without limits
Bank-Level Security
Your trust data is protected with enterprise-grade encryption. TLS 1.3 for data in transit, AES-256 at rest, hosted on SOC 2 compliant infrastructure.
- TLS 1.3 encryption in transit
- AES-256 encryption at rest
- SOC 2 compliant infrastructure
- No data sold to third parties
Professional PDF Export
Export polished, professionally formatted PDF documents ready to sign and file. No watermarks on Professional plan.
- Clean, professional formatting
- Signature lines for all trustees
- Ready to print, email, or store
- No watermark with Professional plan
Legally-Sound Structure
Templates designed by trust attorneys and professional fiduciaries. Every document includes all legally required elements and proper fiduciary language.
- Attorney-designed templates
- Proper fiduciary language
- All legally required elements
- UTC-compliant documentation
Minutes, Not Hours
Generate professional minutes in minutes, not hours. The average completion time is under 5 minutes for a standard trust meeting.
- Average completion: 5 minutes
- No more staring at blank pages
- Pre-filled legal language
- Guided flow eliminates guesswork
Free Trust Minutes 101 Course
Six emails over 14 days. Learn what every trustee should document, the mistakes that expose you, and the annual requirements you cannot skip.
- 6-email course over 14 days
- Common trustee documentation mistakes
- Annual requirements you cannot skip
- Practical tips from experienced fiduciaries
Free vs Professional
Start free with the essentials. Upgrade when you need unlimited access and advanced features.
| Feature | Free | Professional |
|---|---|---|
| Exports per month | 1 | Unlimited |
| General meeting template | ||
| Specialized templates (5 types) | Preview only | |
| Guided AI wizard | ||
| No watermark | — | |
| Save & edit minutes | — | |
| Multiple trust profiles | — | |
| Pre-filled wizard fields | — |
How It Works
Three steps from blank page to professional trust minutes.
Choose a Template
Select from general, annual, or specialized trust templates — each pre-loaded with proper legal structure.
Fill in the Details
Our guided wizard walks you through every section. Trust profiles auto-fill your recurring information.
Export & Use
Download a polished PDF, ready to sign and file. Professional documentation in minutes, not hours.